See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,418 | $159,901-35.9% | $146,958-30.3% | $145,922-29.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 23.77% | 98.13%-74.4pp | 418.34%-394.6pp | 561.29%-537.5pp |
| Employer contribution / active EE | $1,693 | $5,286-68.0% | $4,933-65.7% | $4,660-63.7% |
| Participant deferral / active EE | $5,534 | $8,428-34.3% | $8,070-31.4% | $6,688-17.3% |
| Admin fee / account holder | $5,107 | $15,044-66.1% | $12,998-60.7% | $13,397-61.9% |